Published Clinical Standard

Treatment algorithm for the injured spine.

A staged, time-boxed, evidence-graded pathway for personal-injury patients — from intake and red-flag screening through interventional and surgical escalation. Every recommendation is sourced, including the ones that argue against common practice.

Reviewed and adopted · Hanna Shanar, DO · Sharper Medicine PLLC
Author of record
Hanna Shanar, DO
Version
1.0
Adopted
7 Sep 2026
Next review
Sep 2027
Delivery
Telehealth, Texas
References
25
00

Scope and role definition

A Texas telehealth practice treating personal-injury patients under letters of protection, referred by a treating chiropractor or a plaintiff attorney.

What we do
  • Review all imaging and the referring chiropractor's documented examination
  • Establish a specific anatomic diagnosis — never "back pain"
  • Set a staged, time-boxed plan with a written reassessment date
  • Screen for red flags at every visit
  • Prescribe non-opioid pharmacotherapy — NSAIDs, muscle relaxants, topicals, duloxetine
  • Prescribe short rescue courses of opioids — 3–5 days, no refills
  • Decide when a patient escalates, and to whom
  • Write referrals naming a diagnostic hypothesis and a specific procedure
  • Produce a contemporaneous record adequate for a personal-injury case file
  • Discharge the patient when they are better
What we do not do
  • Perform any procedure, injection, or manipulation — we refer
  • Manage long-term opioid therapy
  • Hold a controlled-substance agreement or run toxicology monitoring
  • Prescribe carisoprodol, benzodiazepines, or long-acting opioids — ever
  • Treat post-traumatic headache with opioids or butalbital
  • Provide emergency care
  • Treat patients outside a letter of protection
  • Accept Medicare, Medicaid, or commercial insurance
  • Bill contingently on the outcome or size of a claim
  • State a causation opinion beyond what the record supports

The distinction that matters most: we are the medical decision-maker, not the proceduralist. When a patient needs an epidural, a medial branch block, an ablation, or a surgical opinion, we refer — and the referral names what we think is wrong and what we are asking for. When a patient needs opioid therapy beyond a short rescue course, we refer to pain management for a controlled-substance agreement. We do not hold that agreement.

Because care is delivered by telehealth, this algorithm is explicit at every step about which findings must come from a documented in-person examination rather than from the video visit. See §11.

01

Intake and safety screen

Stage 0. Performed at first contact, before any treatment plan is written. Nothing proceeds until this is complete and documented.

Required intake data

ItemSource
Mechanism and date of injuryPatient + attorney referral packet
Symptom onset relative to injury; interval coursePatient
Pain location, radiation, character, NRS 0–10 at rest and with activityPatient
Functional baseline vs. current (work, driving, sleep, ADLs)Patient
Documented examination — ROM, tenderness, neuro screen, provocative tests Chiropractor's notes / ED record
All imaging to date, with the radiologist's reportReferral packet
Prior spine history, prior injuries, prior surgeryPatient + records
Medications, allergies, GI / renal / cardiac / hepatic historyPatient
Substance use history; prior opioid exposurePatient
Texas PMP Aware queryPrescriber — before any controlled substance

Red flags — screened at every visit

This panel is identical in every module. It is a safety artifact, not copy.

Immediate — emergency department now. Do not schedule. Do not prescribe.
FindingConcern
Urinary retention, overflow incontinence, or loss of the sensation of urinary flowCauda equina syndrome
Fecal incontinence or loss of the sensation of rectal fullnessCauda equina syndrome
Saddle (perineal) anesthesia or numbnessCauda equina syndrome
Bilateral or rapidly progressive leg weaknessCauda equina / cord compression
New severe motor deficit — MRC grade ≤3/5 in any myotomeCompressive lesion requiring urgent decompression
Gait ataxia, hand clumsiness, Hoffmann, Babinski, hyperreflexia, LhermitteCervical / thoracic cord compression
Fever with spinal pain, or spinal pain in an IV drug userEpidural abscess / vertebral osteomyelitis
Thunderclap headache; headache with focal deficit, seizure, or altered consciousnessIntracranial hemorrhage / dissection
Chest or abdominal pain with back pain; pulse deficitAortic dissection

Cauda equina syndrome is a surgical emergency. The decompression target is 24–48 hours from symptom onset — not from diagnosis. A patient describing these symptoms on a telehealth visit goes to an emergency department during the visit, and the instruction is documented verbatim in the note.

Urgent — evaluate within days; advance imaging before or alongside treatment
  • History of malignancy, with new spinal pain
  • Unexplained weight loss
  • Immunosuppression; chronic corticosteroid use
  • Age >50 with new spinal pain and no clear mechanism
  • Known or suspected osteoporosis with a fall; minor fall or heavy lift in an older patient
  • Structural deformity, or a step-off palpated on the documented exam
  • Progressive neurologic deficit of any severity
  • Pain unrelieved by rest; night pain that wakes the patient
  • Prior spine surgery with new or changed symptoms
  • High-energy mechanism — high-speed collision, ejection, rollover, fall from height

Source: ACR Appropriateness Criteria® Low Back Pain, 2021 update (ref. 3); NICE cauda equina red-flag criteria.

Imaging at intake

Patients referred into this practice usually arrive with imaging already obtained — from the emergency department, the referring chiropractor, or an urgent care. Reviewing what exists, and deciding whether more is needed, happens at the initial consultation. It is not deferred to a later visit.

QuestionWhat it means
1. What already exists? Obtain every study performed since the injury, plus any relevant prior imaging. Review the images, not only the radiologist's report, where the study is available. Record what was reviewed, who performed it, and on what date.
2. Is it adequate? Existing imaging is inadequate if it covers the wrong region, uses the wrong modality for the clinical question (plain films where soft-tissue or neural detail is needed), is of poor quality, or predates a material change in symptoms.
3. Is more needed now? Decided at this visit, on the criteria below, and ordered at this visit if indicated.

Order additional imaging at the initial consultation when

  • Any red flag is present — and note that trauma is itself a red flag under the ACR criteria, so a significant collision mechanism supports imaging on its own
  • There is a neurologic deficit, or symptoms suggesting one
  • Fracture or instability is suspected — including a fragility fracture, where an MRI STIR sequence is needed to establish acuity
  • Existing imaging is inadequate for the clinical question, per the table above
  • Symptoms have materially changed since the existing study

Do not order additional imaging at intake when

  • The presentation is uncomplicated axial pain from a low-energy mechanism, with no red flag and no deficit, and existing imaging is adequate
  • The only reason to image is that a claim exists
The distinction that matters

Reviewing imaging that already exists is not the same as ordering imaging. The ACR guidance against early imaging addresses initiating studies in undifferentiated acute low back pain with no red flags and no prior management. It does not counsel against reviewing what a patient already has, and it expressly treats trauma as a red flag.

What the guidance does still rule out is the reflexive advanced study on an uncomplicated presentation with no red flag — which in a personal-injury context is the imaging most easily characterised as generated for the claim rather than for the patient. Whichever way the decision goes, the reason is written in the note at the visit it was made.

Stage 0 output

Every patient leaves Stage 0 with a working diagnosis phrased as a specific anatomic hypothesis (not "back pain"), a red-flag disposition, a stage assignment, a module assignment, and a written reassessment date.

02

The five stages

Every module runs on this spine. Stages are defined by response to treatment, not calendar time alone — but each carries a time box, because an unbounded stage is how a patient ends up eighteen months into treatment with no plan.

Escalation pathway
Stage 0 gate Intake, red-flag screen, review of existing imaging and any new imaging ordered here → any red flag exits to the emergent / urgent lane and does not enter the pathway below.
Stage 1Conservative care Weeks 0–6 Exit: ≥30% better in pain and function → taper, discharge
Stage 2Reassess Week 4–6 Exit: improving → continue. Not improving → Stage 3, imaging only if still unanswered
Stage 3Escalated non-opioid Weeks 6–12 Exit: a specific, injectable pain generator → Stage 4
Stage 4Interventional referral Week 12+ Exit: relief → back to Stage 3 rehab. No relief → Stage 5
Stage 5Surgical / chronic pain Any time if indicated Managed by the receiving specialist

Stages are not one-way. A patient who responds to an interventional procedure returns to Stage 3 rehabilitation — the procedure bought a window, it did not cure anything. A patient at any stage who develops a red flag returns to Stage 0.

Clinically meaningful improvement is defined as ≥30% improvement in both pain and function — the definition used in the CDC 2022 guideline. Function is tracked with a named instrument (Oswestry Disability Index for low back, Neck Disability Index for cervical) recorded at every visit. In a personal-injury case, a serially recorded validated score is worth more than any amount of narrative.

Strong Moderate Limited Against Never
03

Medication escalation algorithm

The pharmacologic decision path, drawn. Every rectangle is a treatment step, every diamond a decision made at a fixed interval, and every coloured box an exit from the pathway. Opioids are drawn where they belong — as a bounded side branch off Step 2, never as a rung on the ladder.

Treatment step Decision point Exit — improved Emergent / bounded
RELIEF BUYS A REHAB WINDOW YES YES YES YES NO NO NO NO Injured patient — Stage 0 complete Working diagnosis and reassessment date set Red flag present? EXIT — EMERGENT Emergency department now, or urgent surgical consult. §01 · §10 STEP 1 · FIRST LINE Non-opioid, scheduled Scheduled NSAID × 7–14 days ± muscle relaxant qHS if spasm or poor sleep Topical diclofenac if pain is localised Heat · activity · chiropractic co-management ≥30% better at 2 weeks? EXIT — IMPROVED Taper medications. Discharge plan documented. STEP 2 · OPTIMISE Rotate, don’t climb Rotate NSAID class for tolerability, not efficacy Add topical; lidocaine patch as a low-risk adjunct Escalate active rehabilitation New red flag at any point → back to Stage 0 BOUNDED SIDE BRANCH Opioid rescue — not a rung IR only · 3–5 days · no refills PMP query documented 2nd course → full reassessment 3rd request → hard stop, refer ≥30% better at 4–6 weeks? EXIT — IMPROVED Continue. Reassess in 4 weeks. Taper when stable. IMAGING STILL UNANSWERED? Image now only if not already answered at intake, or the picture has changed. STEP 3 · CHRONIC OR CENTRALISING Change the target Duloxetine 30 → 60 mg daily (ACP second line) Nortriptyline if pain with insomnia Gabapentinoid: documented exception only Structured rehabilitation continues throughout Specific injectable pain generator? EXIT — INTERVENTIONAL Referral naming the hypothesis and the specific procedure requested. §09 STEP 4 · ESCALATE CARE, NOT DOSE Hand off Non-opioid options exhausted, or no injectable target, or no relief from an appropriate intervention TERMINAL — HAND-OFF Chronic pain or physiatry They own the controlled-substance agreement. Surgical referral if the indication is structural.
Read the side branch, not just the spine. The opioid box hangs off Step 2 by a dashed line because a rescue course runs alongside the non-opioid regimen and then stops — it is never a step the patient climbs to and stays on. The dashed return from the interventional exit is equally deliberate: a procedure that works sends the patient back into rehabilitation, not onward to the next procedure. Every step of this diagram is written out in full in Modules A–F and §07.
04

Prescribing scope

What this practice is prepared to prescribe when it is clinically appropriate and medically necessary — and what it will not prescribe under any circumstances. Dosing, contraindications, and monitoring for every agent below are in §07.

How to read this list

This is a statement of capability and willingness, not a menu. Nothing here is prescribed on request. Every prescription follows the algorithm in §03, requires a documented indication, and is recorded with the agent, dose, duration, and the reason it was chosen over the alternatives.

Oral NSAIDs

First-line for acute musculoskeletal and axial spine pain

  • Ibuprofen
  • Naproxen
  • Meloxicam
  • Diclofenac
  • Celecoxib — lower GI risk

Topical agents

Preferred for localised extremity and soft-tissue injury

  • Diclofenac 1% gel — evidence-supported
  • Lidocaine 5% patch — low-risk adjunct
  • Lidocaine 4% (OTC strength)
  • Menthol / capsaicin — patient preference

Muscle relaxants

Short, targeted, night-time. 2–3 weeks, no routine refills

  • Methocarbamol — least sedating, usual first choice
  • Cyclobenzaprine — not in adults ≥65
  • Tizanidine
  • Baclofen

Neuropathic & centralising

For pain becoming chronic or with neuropathic features

  • Duloxetine — second-line per ACP
  • Nortriptyline — pain with insomnia
  • Gabapentin — documented exception only
  • Pregabalin — documented exception only

Corticosteroids

Short defined oral course, once, with the rationale documented

  • Prednisone taper
  • Methylprednisolone dose pack
  • Not a repeating intervention

Post-traumatic headache

Migraine-specific therapy; analgesic days capped to avoid overuse headache

  • Sumatriptan and other triptans
  • Metoclopramide / prochlorperazine
  • NSAIDs as above
  • Limit acute analgesic use to <10–15 days/month

Short-course opioids

Rescue only — 3–5 days, no refills, PMP query documented. See §08

  • Hydrocodone / acetaminophen — usual choice
  • Oxycodone IR
  • Acetaminophen / codeine ("Tylenol #3")
  • Tramadol — with its specific cautions

Adjuncts

Supporting agents where indicated

  • Acetaminophen — adjunct, not monotherapy for back pain
  • Gastroprotection (PPI) with NSAIDs at GI risk
  • Naloxone where opioid risk factors are present

Not prescribed — any circumstance

These are hard exclusions, not case-by-case judgements

  • Carisoprodol (Soma)
  • Benzodiazepines
  • Extended-release / long-acting opioids
  • Methadone · transdermal fentanyl
  • Butalbital-containing products
  • Any opioid for chronic pain, or concurrent with a benzodiazepine
05

Referral thresholds

Every trigger in one place, with its cut-off. These are the same criteria written into the modules — consolidated here because at the point of care you need one table, not six sections.

Refer toTrigger — all criteria must be metTiming
Emergency dept Any immediate red flag: cauda equina features, acute myelopathy, MRC ≤3/5 new deficit, fever with spinal pain, suspected dissection, fracture with neurologic deficit During the visit
Spine surgery — urgent Severe motor deficit (MRC ≤3/5) or any progressive deficit; unstable fracture; TLICS ≥5 Within days; operate <3 d if able
Spine surgery — elective Concordant radicular pain, imaging matching the dermatome, function still limited after 6–12 weeks of documented conservative care Week 12
Spine surgery — stenosis Neurogenic claudication limiting walking tolerance, falls, or independence after failed conservative care. Refer on function, not on imaging severity — and not after a series of ineffective injections Week 12+
Interventional — ESI Radicular pain from a herniation, concordant MRI, ≥6 weeks of appropriate conservative care, function or sleep still limited, no progressive deficit. Not for stenosis — recommended against Week 6–12
Interventional — facet Axial pain ≥3 months, worse with extension/rotation, paraspinal tenderness, no radicular features, no deficit, failed Stages 1–3. Request dual comparative medial branch blocks at an ≥80% threshold Week 12+
Interventional — SI joint Pain below L5 over the posterior SIJ, ≥3 positive provocation tests on the documented in-person exam, ≥3 months, failed Stages 1–3. Request dual diagnostic blocks Week 12+
Vertebral augmentation Fragility fracture that is acute (<6 weeks, marrow oedema on STIR) and severe and refractory to adequate analgesia. All three, or no referral Within the 6-week window
Chronic pain — opioid Third opioid request, or cumulative need beyond ~2 weeks. A hard stop, not a judgement call. They hold the controlled-substance agreement At the trigger
Neurology Post-traumatic headache not resolving by ~3 months, or any atypical feature at any point Month 3
Orthopaedics Suspected complete tendon rupture, mechanical locking, joint instability, or extremity injury failing to progress by 6 weeks Week 6
Endocrine / primary care Any fragility fracture — for osteoporosis workup and pharmacotherapy At diagnosis
The two cut-offs that carry the most weight

Six weeks is the earliest an injection is appropriate for radicular pain, and twelve weeks is the earliest an elective surgical opinion is appropriate — both measured from the start of documented conservative care, not from the date of injury. Referring earlier than these without a red flag is the single most common way a personal-injury treatment record is made to look driven by something other than the medicine.

06

Visit cadence

How often the patient is seen, and why each visit exists. Visits are scheduled to decision points, not to a calendar.

VisitWhenPurpose — the decision being madeTypical duration
InitialWithin 24 h of referral Stage 0 in full: history, records and imaging review, with any additional imaging ordered here, red-flag screen, working diagnosis, staging, baseline ODI/NDI, initial regimen40–60 min
Follow-up 1Week 2 First response check. ≥30% better → taper. Not better → Step 2. Red-flag rescreen15–25 min
Follow-up 2Week 4–6 Response check and red-flag rescreen. Image here only if the question was left open at intake, or the picture has changed20–30 min
Follow-up 3Week 8–10 Imaging reviewed and correlated. Diagnosis refined. Stage 3 regimen. Identify an injectable target or rule one out25–40 min
Follow-up 4Week 12 Referral decision: interventional, surgical, or continue. Referral letter written this visit25–40 min
Post-procedure2–4 wks after any intervention Record percentage and duration of relief. Relief → back to rehab. No relief → escalate20–30 min
MaintenanceEvery 4–6 weeks Only while an active decision is pending or medication is being managed. Not open-ended15–25 min
Discharge / MMIWhen stable Final functional score, residual symptoms, permanent restrictions if any, future-care statement30–45 min

A typical uncomplicated case is 4–6 visits over 12 weeks. A case that escalates to intervention or surgery runs 7–10 visits over 6–9 months. A case that resolves at Stage 1 is 2–3 visits and should be discharged, not carried.

Three cadence rules that protect the record

1. No opioid refill without a visit. A controlled substance is never continued by message, portal, or phone.

2. Every visit changes something — the plan, the dose, the stage, or the disposition. A visit whose note is materially identical to the last one is a visit that should not have been billed, and it is the pattern defense counsel looks for first when arguing that treatment was generated rather than needed.

3. Discharge when the patient is better. Carrying a resolved patient to keep a case open is the single most damaging thing this practice could do — to the patient, to the claim, and to the licence.

A

Axial neck and back pain

Pain in the neck, mid-back, or low back without radicular features and without red flags. The most common presentation in this practice.

Stage 1 — weeks 0 to 6

Non-pharmacologic — first-line Strong

"Given that most patients with acute or subacute low back pain improve over time regardless of treatment, clinicians and patients should select nonpharmacologic treatment with superficial heat (moderate-quality evidence), massage, acupuncture, or spinal manipulation (low-quality evidence). If pharmacologic treatment is desired, clinicians and patients should select nonsteroidal anti-inflammatory drugs or skeletal muscle relaxants (moderate-quality evidence)."

ACP 2017, Recommendation 1 — Grade: strong recommendation. Ref. 1
  • Superficial heat — moderate-quality evidence, the best-supported item on the list
  • Spinal manipulation — what the referring chiropractor is already providing, and guideline-concordant care for this presentation. Co-management is documented as deliberate, not incidental.
  • Stay active; avoid bed rest. Reassurance about the favourable natural history is itself an intervention.

Pharmacologic — first-line

  • NSAID, scheduled (not PRN) for 7–14 days, then PRN. Agent, dose, and the GI/CV/renal screen in §9.
  • ± Skeletal muscle relaxant at night for the first 7–14 days if there is demonstrable spasm or sleep disruption.
Evidence caveat — stated honestly Against

Adding a muscle relaxant to an NSAID has not been shown to improve outcomes. Friedman et al. (JAMA 2015) randomised emergency-department patients with acute low back pain to naproxen plus placebo, naproxen plus cyclobenzaprine, or naproxen plus oxycodone/acetaminophen. At one week there was no difference between groups, and the added agents produced more adverse effects. Muscle relaxants carry increased overall adverse effects (RR 1.50, 95% CI 1.14–1.98) and CNS adverse effects (RR 2.04, 95% CI 1.23–3.37).

Therefore: a muscle relaxant is a short, targeted, night-time adjunct for spasm and sleep — not a routine co-prescription, and not a refill.

Do not use

  • Against Acetaminophen as monotherapy for acute low back pain. The PACE trial (Lancet 2014; n=1,652) found median time to recovery of 17 days on scheduled paracetamol, 17 days as-needed, and 16 days on placebo. It may still be used as an adjunct where NSAIDs are contraindicated, but should not be represented as effective for this indication.
  • Never Benzodiazepines as muscle relaxants.
  • Never Carisoprodol (Soma) — see §9.2.

Stage 2 — reassessment at 4 to 6 weeks

The imaging question was settled at intake (§01). This visit is a response check, not an imaging decision.

  • Improving (≥30% pain and function): continue Stage 1, taper medications, plan discharge.
  • Not improving: move to Stage 3. Image now only if the question was left open at intake — adequate existing imaging, no red flag, no deficit — and failure to improve has now made the anatomy relevant. MRI without contrast of the symptomatic region. Plain films add little absent trauma or suspected instability; flexion–extension views only if instability is specifically suspected.
  • Any new red flag or deficit: back to Stage 0, image immediately, irrespective of the interval.

Imaging is usually not appropriate for acute low back pain, with or without radiculopathy, when there are no red flags and no prior management. Imaging is considered in patients who have had up to six weeks of medical management and physical therapy with little or no improvement, and in those with red flags — a list on which trauma appears. MRI is the preferred modality when imaging is indicated.

ACR Appropriateness Criteria® Low Back Pain, 2021 update. Ref. 3

For the injury case: the rationale belongs in the note either way. "Existing lumbar MRI dated ___ reviewed; adequate for the clinical question; no further imaging indicated" is as defensible as ordering a study, and often more so. What is not defensible is an unexplained study with no stated indication.

Stage 3 — weeks 6 to 12

  • Continue or optimise the NSAID. No NSAID is superior to another for pain (ACP, moderate-quality evidence) — switch for tolerability, not efficacy.
  • Add duloxetine if pain is becoming chronic (>3 months) or has centralising features. ACP Recommendation 3 names duloxetine as second-line pharmacotherapy for chronic low back pain.
  • Escalate active rehabilitation: motor control exercise, graded activity, supervised therapy.
  • Address sleep and mood directly. Both drive chronification and both are documentable.

Stage 4 — interventional referral

Axial pain refers only when there is a specific, testable pain generator.

HypothesisClinical featuresReferral request
Facet (zygapophysial) joint Axial pain, worse with extension/rotation, paraspinal tenderness, no radicular features, no neuro deficit Dual comparative medial branch blocks — §09.1
Sacroiliac joint Pain below L5, over the posterior SIJ, multiple positive provocation tests on the documented exam Dual diagnostic SI blocks — §09.2
Discogenic Axial, worse with flexion/sitting, concordant MRI findings Referral for evaluation; the interventional evidence base here is weak — set expectations accordingly

"Axial back pain, refer to pain management" is not an adequate referral. See §09.

Stage 5

Axial pain alone is rarely a surgical problem. Refer for surgical opinion only for a structural indication — instability, deformity, fracture, or a documented spondylolisthesis with correlating symptoms.

B

Radicular pain

Cervical and lumbar. Pain radiating in a dermatomal distribution, with or without sensory or motor findings.

Stage 0 gate

Screen specifically for cauda equina features, myelopathic signs (cervical), and motor grade. A motor deficit of MRC ≤3/5, or any progressive deficit, exits this algorithm immediately to urgent surgical evaluation. Motor grading must come from a documented in-person examination, not a video visit — see §11.

Stage 1 — weeks 0 to 6

Counsel the natural history explicitly, and document that you did. 60–80% of disc herniations resolve within 6–12 weeks. In SPORT, 34% of enrolled patients never underwent surgery and 75% of those who initially chose non-operative care avoided it. This conversation is both good medicine and, in a case file, evidence that the patient was not steered toward a procedure.

  • NSAID, scheduled, as in Module A
  • Relative rest for days, not weeks; then progressive activity
  • Neural mobilisation / directional preference exercise via the treating provider
  • Muscle relaxant only for demonstrable spasm, short course

Gabapentinoids are not first-line for radicular pain Against

Mathieson et al. randomised patients with sciatica to pregabalin (150 mg/day titrated to 600 mg/day) or placebo for up to 8 weeks. The trial missed its primary endpoint — the between-group difference in leg-pain reduction was 0.5 against a prespecified difference of 1.5 — and there were no significant between-group differences on any secondary outcome at either week 8 or week 52, with more adverse events, notably dizziness, in the pregabalin arm.

Mathieson et al., N Engl J Med 2017;376:1111–1120. Ref. 7

Position: gabapentin or pregabalin may be trialled as a documented exception — a patient with prominent neuropathic descriptors who has failed first-line therapy — with a defined trial period and a stop date. Not a routine co-prescription; the note says why it was chosen.

Safety

CDC 2022 notes that combinations of CNS depressants — specifically naming an opioid with gabapentin — have been associated with increased overdose risk compared with either medication alone. Do not co-prescribe casually.

Oral corticosteroids Limited

The evidence for a short oral steroid course in acute radiculopathy is weak — a modest improvement in function without a demonstrated pain benefit. If used: a short defined course, once, with the rationale documented. Not a repeating intervention.

Stage 2 — reassessment at 4 to 6 weeks

Most radicular patients will already have been imaged — at intake or before referral — because a deficit or a significant mechanism is itself an indication (§01). This visit checks response and re-checks the neurologic exam.

  • Improving → continue.
  • Not improving and not yet adequately imaged → MRI without contrast of the symptomatic region.
  • Any new or progressive deficit → image immediately and re-stage, whatever the interval and whatever was found before.
  • Correlate rigorously. The imaging finding must match the clinical syndrome. Asymptomatic disc herniations and degenerative findings are extremely common. An MRI report describing a herniation at a level that does not match the dermatome is not the diagnosis. In an injury case, an overstated imaging-to-symptom correlation is exactly what defense counsel will attack — and it is avoidable by writing the correlation carefully the first time.

Stage 4 — interventional referral

Epidural steroid injection for radicular pain from disc herniation Moderate

  • Evidence position: ESI produces meaningful short-term (2 weeks–3 months) improvement in leg pain and function. The NASS lumbar disc herniation guideline found insufficient evidence for or against 12-month efficacy, and insufficient evidence that any one approach (transforaminal, interlaminar, caudal) is superior.
  • Frame it correctly: an ESI is a bridge that buys a rehabilitation window — not a cure, and not a series. Indicated when radicular pain persists past ~6 weeks of appropriate conservative care and is limiting function or sleep.
  • It is not a substitute for a surgical opinion in a patient with a progressing deficit.
Do not route spinal stenosis to ESI by default Against

The LESS trial (Friedly et al., NEJM 2014) found epidural glucocorticoid plus lidocaine gave no meaningful benefit over lidocaine alone at 6 weeks, and the 2021 clinical practice guideline for non-surgical management of lumbar spinal stenosis (J Pain) recommends against epidural steroid injection for neurogenic claudication. Claudication is a different problem from radicular pain from a herniation, and it takes a different pathway — below.

Sub-pathway — lumbar spinal stenosis / neurogenic claudication

Distinguish from radicular pain: bilateral or buttock/thigh symptoms, worse with standing and extension, relieved by flexion and sitting, walking tolerance limited by symptoms rather than by pain at rest.

  • Stages 1–3: flexion-biased exercise, conditioning, activity pacing, NSAID. This population is typically older — screen renal function and GI risk carefully first.
  • Stage 4: ESI is recommended against. Do not send this patient for a series of injections.
  • Stage 5: surgical decompression for functionally limiting claudication after failed conservative care. Refer on function — walking tolerance, falls, independence — not on imaging severity alone.

Stage 5 — surgical referral

TimingIndication
Emergent, same dayCauda equina syndrome — decompression target 24–48 h from onset
Urgent, within daysSevere motor deficit (MRC ≤3/5) or any progressive deficit — operate within ~3 days where possible
Elective, after 6–12 weeksPersistent concordant radicular pain despite appropriate conservative care, with imaging that matches the syndrome

What to tell the patient about elective discectomy, accurately. SPORT 8-year results — carefully selected surgical patients improved faster and to a greater degree than non-operative patients, and that difference was maintained through 8 years with little degradation from year 4 to year 8. By 8 years, 15% had undergone reoperation, 85% of those for recurrent herniation. Both halves belong in the conversation.

C

Whiplash-associated disorder

The core presentation of a motor-vehicle-collision practice. Grade every patient with the Quebec Task Force classification and record the grade — it is the common vocabulary between the medical record and the case file.

GradeDefinitionPathway
0No neck complaint, no physical signsNo treatment indicated; document
INeck pain, stiffness, or tenderness only — no physical signsStage 1, Module A
IINeck complaint plus musculoskeletal signs — reduced range of motion, point tendernessStage 1, Module A. Most active-care evidence sits here
IIINeck complaint plus neurologic signs — decreased reflexes, weakness, sensory deficitModule B + imaging; escalate
IVNeck complaint plus fracture or dislocationEmergent — Module D, immediate transfer

Grades I–II — the evidence supports what the chiropractor is doing

The OPTIMa Collaboration (Ontario Protocol for Traffic Injury Management, an update of the Bone and Joint Decade Task Force on Neck Pain), for recent (0–3 month) neck pain and associated disorders grades I–II, suggests manipulation, mobilisation, range-of-motion home exercise, or multimodal care for reduction in pain.

OPTIMa Collaboration. Ref. 19

Worth stating plainly in the practice's public materials: chiropractic co-management of WAD I–II is guideline-concordant care, not an accommodation to the referral source. The physician's role is diagnosis, grading, red-flag surveillance, medication, and escalation — not duplication of the manual therapy.

  • Encourage early return to usual activity; avoid collars and avoid rest
  • NSAID short course; muscle relaxant at night if spasm limits sleep
  • Reassess at 4–6 weeks. Persistent WAD II beyond 12 weeks → consider cervical facet-mediated pain and route to Stage 4 with a facet hypothesis

Imaging in whiplash

Apply the Canadian C-Spine Rule to the acute post-collision decision. Most of these patients will have been screened at the scene or in an emergency department before reaching this practice — obtain and review that record rather than reflexively re-imaging. Grade III symptoms, or failure to improve by 6 weeks, warrant MRI.

D

Vertebral fracture

Two entirely different problems that are routinely conflated. Separate them first.

Traumatic thoracolumbar fracture

Classify with TLICS — injury morphology, neurologic status, and integrity of the posterior ligamentous complex.

TLICSConventional management
≤3Non-operative
4Surgeon's discretion
≥5Operative

This practice does not make the operative decision — it makes the referral, and it uses TLICS as the vocabulary. Recent literature argues the neurologically intact TLICS 4–5 burst fracture deserves a trial of non-operative management (ref. 17); the evidence base is limited and largely expert opinion, so the surgeon decides.

  • Any suspected traumatic fracture with neurologic findings → emergent transfer.
  • Neurologically intact, low TLICS: bracing per the treating surgeon, activity modification, analgesia, serial imaging on the surgeon's schedule.
  • Do not initiate or adjust a fracture management plan by telehealth without a spine surgeon's involvement.

Osteoporotic / fragility vertebral compression fracture

Common in older collision patients and in low-energy mechanisms — and frequently the causation battleground in the case, because the fracture may be new, old, or an acute-on-chronic event.

Establish acuity. An MRI STIR sequence showing marrow oedema distinguishes an acute fracture from an old one. This single finding often decides both the treatment and the causation question, and it should be obtained rather than assumed.

Vertebral augmentation — narrow indication Moderate

The evidence is genuinely split, and the split is explained by patient selection. The VAPOUR trial found vertebroplasty superior to placebo specifically in acute (<6 weeks), severe, refractory fractures, with benefit persisting to about 6 months. Earlier trials (INVEST, Buchbinder) that enrolled more chronic and less severe fractures were negative.

Clark et al., Lancet 2016;388:1408–1416. Ref. 15

Refer for augmentation consideration only when all of: the fracture is acute (<6 weeks, confirmed by marrow oedema), pain is severe, and pain is refractory to adequate analgesia. Not for the incidental old wedge fracture on a CT.

Every fragility fracture triggers an osteoporosis evaluation

DXA, vitamin D, calcium, and a screen for secondary causes, with referral for pharmacotherapy. This is routinely omitted in personal-injury practice. It matters twice: it is the correct medical care, and the underlying bone disease is the apportionment question defense counsel will raise — addressing it openly in the record is far stronger than having it surface in deposition.

E

Post-traumatic headache

Stage 0 gate — screen before anything else

Emergent: thunderclap onset; headache with focal neurologic deficit, seizure, or altered consciousness; headache with neck pain plus Horner syndrome or visual symptoms (cervical artery dissection — a real and missed post-collision diagnosis); progressively worsening headache in an anticoagulated patient.

TypeFeaturesApproach
CervicogenicUnilateral, starts in the neck, provoked by neck movement or posture, reduced cervical ROMTreat as Module A cervical; manual therapy is appropriate
Post-traumatic migrainePhotophobia, phonophobia, nausea, throbbingMigraine-specific therapy
Post-concussiveCognitive complaints, fatigue, sleep disturbance, mood change, exertional worseningConcussion protocol; refer if not resolving
Medication-overuseDaily or near-daily analgesic use, headache on wakingWithdraw the offending agent
The most important rule in this module Never

Do not treat post-traumatic headache with opioids or butalbital. CDC 2022 notes that in episodic migraine, opioids and butalbital-containing medications were associated with a twofold higher risk of developing medication-overuse headache compared with simple analgesics and triptans. In a patient who will be in treatment for months under a letter of protection, this is how an iatrogenic chronic daily headache is created.

  • Limit all acute analgesic use to fewer than 10–15 days per month, and say so explicitly
  • Treat migraine phenotype with migraine-specific agents
  • Refer to neurology for headaches not resolving by ~3 months, or any atypical feature
F

Extremity and soft-tissue injury

Shoulder, knee, wrist, ankle; contusions, sprains, strains.

  • Strong Topical NSAIDs belong here — this is where the evidence actually is. Cochrane review of topical NSAIDs for acute musculoskeletal pain (Derry 2015): diclofenac and ketoprofen gels give good levels of pain relief, probably similar to oral NSAIDs, with minimal adverse events. For chronic musculoskeletal pain, topical diclofenac and ketoprofen are supported principally in knee osteoarthritis.
  • Preferring a topical NSAID over an oral one for a localised extremity injury is a real clinical decision with real evidence behind it — lower systemic GI, renal, and cardiovascular exposure for comparable relief.
  • Relative rest, ice in the acute phase, compression, progressive loading
  • Imaging per the relevant decision rule (Ottawa ankle/knee rules); MRI for suspected internal derangement not improving by 4–6 weeks
  • Refer to orthopaedics for suspected complete tendon rupture, mechanical locking, instability, or failure to progress
07

Formulary

All doses are usual adult doses and must be verified against current labeling and adjusted for renal function, hepatic function, age, weight, pregnancy, and interactions.

9.1  NSAIDs Moderate

The Cochrane review of NSAIDs for acute low back pain found NSAIDs slightly more effective than placebo for short-term pain reduction, disability, and global improvement — but the magnitude of the effects is small and probably not clinically relevant. They remain the reasonable first-line drug on the balance of benefit, safety, and cost. ACP notes no NSAID is superior to another for pain — switch agents for tolerability, not for efficacy.

van der Gaag et al., Cochrane 2020, CD013581. Ref. 6
AgentUsual adult doseNotes
Ibuprofen400–800 mg PO q6–8hWith food. Max 3200 mg/day prescription
Naproxen500 mg PO BIDWith food. Possibly lower CV risk among NSAIDs
Meloxicam7.5–15 mg PO dailyOnce-daily; convenient for adherence
Diclofenac50 mg PO TID or 75 mg PO BIDHigher CV signal than naproxen
Celecoxib100–200 mg PO BIDLower GI risk; sulfonamide allergy caution
Diclofenac 1% gel2–4 g to site QIDPreferred for localised extremity injury. Max 32 g/day across all sites
Screen before any oral NSAID

Active or prior GI bleed or ulcer; CKD or a single kidney; heart failure; uncontrolled hypertension; established cardiovascular disease; anticoagulant or antiplatelet therapy; concurrent corticosteroid; SSRI/SNRI (additive bleed risk); age >65; pregnancy (avoid, especially ≥20 weeks); aspirin-exacerbated respiratory disease. Add gastroprotection for elevated GI risk. Prescribe the shortest effective course — scheduled for 7–14 days, then PRN.

9.2  Skeletal muscle relaxants

Duration cap: 2–3 weeks. No routine refills.

AgentUsual adult doseNotes
CyclobenzaprineStart 5 mg PO qHS; up to 10 mgMost sedating; anticholinergic. Avoid in adults ≥65 (Beers). Contraindicated with MAOIs, recent MI, arrhythmia, heart block, hyperthyroidism. Serotonergic — caution with SSRI/SNRI/tramadol
Methocarbamol500–750 mg PO TID–QIDLeast sedating; preferred when the patient must drive or work. Reasonable first choice in this practice
Tizanidine2–4 mg PO q6–8h PRNHypotension, sedation, dry mouth. Hepatotoxicity — check LFTs with continued use. Max 36 mg/day
Baclofen5–10 mg PO TIDDo not stop abruptly (withdrawal). Renally cleared
Not prescribed by this practice Never

Carisoprodol (Soma). Metabolised to meprobamate, meaningful abuse and dependence potential, Schedule IV, and one of the four drug classes triggering the mandatory Texas PMP query. In a personal-injury context it is also a predictable line of attack. No clinical circumstance in this algorithm requires it.

Benzodiazepines are not used as muscle relaxants.

Counselling, documented: sedation; no driving until the individual response is known; no alcohol.

9.3  Topical and adjunctive agents

AgentPosition
Diclofenac 1% gel Strong Evidence-supported for acute extremity/soft-tissue injury and knee osteoarthritis. First-line topical.
Lidocaine 5% patch Limited Low-risk adjunct. The evidence for back pain is weak, and this is stated to the patient. FDA-approved for post-herpetic neuralgia. A narrative review (Santana, PM&R 2020) found no RCT with substantial evidence supporting use in chronic low back pain, and Hashmi et al. (2012) found the patch no better than placebo, while producing a potent placebo response in a substantial proportion of patients. Reasonable to use — safe, non-systemic, non-controlled — but not to be represented as evidence-based analgesia for back pain.
Menthol / capsaicinLow value; patient preference only
Acetaminophen Against Not effective as monotherapy for acute low back pain (PACE trial). Adjunct where NSAIDs are contraindicated. Ceiling 3000 mg/day; count the acetaminophen in any combination opioid product.

9.4  Neuropathic and centralising-pain agents

AgentDosePosition
Duloxetine30 mg PO daily × 1 wk, then 60 mg daily Moderate ACP Recommendation 3: second-line pharmacotherapy for chronic low back pain (with tramadol), after NSAIDs. The preferred escalation as pain becomes chronic.
Gabapentin300 mg PO qHS, titrated Against Documented exception only. Negative evidence in sciatica. Sedation, dizziness, falls. Renal dosing. Overdose risk when combined with opioids.
Pregabalin75 mg PO BID, titratedSame position. Schedule V.
Nortriptyline10–25 mg PO qHS Option for neuropathic pain with insomnia. Anticholinergic; ECG in cardiac disease; avoid in the elderly.

9.5  Opioids

AgentUsual doseMME/dayNotes
Hydrocodone/APAP 5/3251 tab PO q6h PRN~20Schedule II. Reasonable default rescue agent
Oxycodone IR 5 mg1 tab PO q6h PRN~30Schedule II. Higher potency, higher misuse liability
APAP/codeine 300/30 ("Tylenol #3")1 tab PO q6h PRN~18Schedule III. CYP2D6-dependent — unpredictable in ultrarapid and poor metabolisers. Weak choice
Tramadol 50 mg1 tab PO q6h PRN~40Schedule IV. Seizure risk; serotonin syndrome with SSRI/SNRI/cyclobenzaprine; CYP2D6-dependent; hypoglycaemia; hyponatraemia. For acute rescue, a low-dose hydrocodone combination is usually the cleaner choice
Never prescribed by this practice Never

Extended-release or long-acting opioids of any kind; methadone; transdermal fentanyl; any opioid for chronic pain; any opioid concurrent with a benzodiazepine.

"When starting opioid therapy for acute, subacute, or chronic pain, clinicians should prescribe immediate-release opioids instead of extended-release and long-acting (ER/LA) opioids."

CDC 2022, Recommendation 3 — category A; evidence type 4. Ref. 2
08

The opioid standard

This practice's defining clinical policy, published deliberately.

The rule
Indication Rescue only — acute nociceptive pain, moderate to severe, with functional impairment, after or alongside a scheduled non-opioid regimen. Never as monotherapy. Never for chronic pain. Never for headache.
Agent Immediate-release only. Hydrocodone/APAP or oxycodone IR. No ER/LA, no methadone, no fentanyl.
Dose Lowest effective. CDC: the lowest starting dose for opioid-naïve patients is often ~5–10 MME per dose or 20–30 MME/day.
Duration 3–5 days. No refills. This is this practice's own standard — see below.
Dosing pattern As needed, not scheduled. CDC: prescribe and advise opioid use only as needed rather than on a scheduled basis.
Never Concurrent benzodiazepine. Concurrent carisoprodol. Concurrent gabapentinoid without a documented, specific justification.
Every time Texas PMP Aware query, documented in the note. Naloxone discussion where risk factors are present. Driving and sedation counselling.
Escalation trigger A second course → full reassessment and escalation of the non-opioid ladder. A third request, or cumulative need beyond roughly two weeks → hard stop: referral to interventional or chronic pain management. That physician owns the controlled-substance agreement, the toxicology testing, and any long-term therapy. This practice does not hold it.

Citing this rule honestly

Important — two common misattributions

The 2022 CDC guideline contains no numeric day limit. The "three days is often sufficient, more than seven days is rarely needed" language belonged to the 2016 guideline and was deliberately removed in the 2022 update. What CDC 2022 actually says is:

"When opioids are needed for acute pain, clinicians should prescribe no greater quantity than needed for the expected duration of pain severe enough to require opioids."

CDC 2022, Recommendation 6 — category A; evidence type 4

Likewise, the 50 MME/day threshold is not in the recommendation statement. It appears in the implementation considerations under Recommendation 4, which says clinicians "should pause and carefully reassess evidence of individual benefits and risks" before increasing to ≥50 MME/day, and that at or above 50 MME/day clinicians should "implement additional precautions, including increased frequency of follow-up … and offer naloxone." CDC explicitly states these dosage recommendations are "not intended to be used as an inflexible, rigid standard of care; rather, they are intended to be guideposts."

Therefore: the 3–5 day limit is Sharper Medicine's own practice standard, adopted as a stricter and simpler rule than the CDC guideline requires and consistent with CDC Recommendations 1, 3, 4, and 6. It is not presented as a CDC requirement. Misattributing it would be both inaccurate and, in a document written partly for legal consumption, a needless vulnerability.

Why the practice holds this line

A 12-month randomised trial in 240 patients with moderate-to-severe chronic back pain or hip/knee osteoarthritis pain. Opioid therapy was not superior to non-opioid medication for pain-related function. Pain intensity was significantly worse in the opioid group (4.0 vs 3.5, p=0.03), and adverse medication effects were more common. The authors concluded the results do not support initiation of opioid therapy for these conditions.

SPACE trial — Krebs et al., JAMA 2018;319:872–882. Ref. 8

"Nonopioid therapies are at least as effective as opioids for many common types of acute pain."  —  "Nonopioid therapies are preferred for subacute and chronic pain."

CDC 2022, Recommendations 1 and 2. Ref. 2

Texas regulatory requirement

Texas law requires the prescriber to review the patient's PMP Aware history before each prescription for opioids, benzodiazepines, barbiturates, or carisoprodol issued for take-home use, and to document that review in the medical record. In effect since 1 March 2020; exceptions exist for patients with cancer diagnoses and those in hospice.

Operationally: the PMP query is a discrete line in every note in which a controlled substance is prescribed. Not a template phrase — a dated, specific entry.

09

Interventional referral standards

A referral that says "pain management for injections" is not a referral — it is an abdication, and it is the pattern that makes letter-of-protection medicine look manufactured. Every referral from this practice states a diagnostic hypothesis and requests a specific, evidence-concordant procedure.

11.1  Suspected facet-mediated pain → dual comparative medial branch blocks

ASIPP facet joint guideline — lumbar radiofrequency ablation: Level II evidence, moderate strength of recommendation (11 relevant RCTs). Therapeutic lumbar medial branch blocks: Level II, moderate. Intra-articular facet joint injections: Level IV, weak — the majority of relevant RCTs show a lack of effectiveness. Selection paradigm: dual comparative medial branch blocks with ≥80% concordant relief is the standard accepted by the Spine Intervention Society and by Medicare LCDs.

Refs. 12, 13

The referral letter states:

  • The diagnostic hypothesis and the levels suspected
  • A request for dual comparative medial branch blocks with an ≥80% concordant-relief threshold before proceeding to radiofrequency ablation
  • That intra-articular facet injection is not the requested procedure (Level IV, weak)

11.2  Suspected sacroiliac joint pain → dual diagnostic blocks

SI joint pain cannot be diagnosed definitively by history, examination, or imaging. Diagnostic blocks are required, and dual blocks reduce the false-positive rate. NASS supports radiofrequency denervation after two intra-articular test blocks; sacral lateral branch radiofrequency neurotomy success rates are reported at 43–64%. Set that expectation with the patient in advance.

11.3  Radicular pain from disc herniation → epidural steroid injection

Request it as a bridge to rehabilitation, name the level and side, and state the duration of failed conservative care. Not a standing series.

11.4  Cervical transforaminal injection — mandatory safety language

Catastrophic risk — non-particulate steroid only

Particulate corticosteroid injected into a cervical radicular artery has caused catastrophic embolic infarction — blindness, spinal cord infarction, and death. The FDA's 2014 drug safety communication identified 131 neurologic adverse events, most associated with cervical transforaminal injections. The multisociety recommendation is non-particulate steroid only, with real-time fluoroscopy or digital subtraction imaging and a contrast test dose reviewed in the AP view before injecting anything hazardous.

Every cervical transforaminal referral from this practice specifies non-particulate steroid in writing. The proceduralist will almost certainly already do this — saying it anyway costs nothing and documents that the referring physician knew.

11.5  What comes back

The referral requests, in return: the procedure note, the fluoroscopic documentation, the percentage and duration of relief, and the proceduralist's recommendation. Percentage and duration of relief are what determine the next step in this algorithm — a referral that returns "patient did well" is not usable.

10

Surgical referral standards

UrgencyTriggerAction
EmergentCauda equina syndrome; acute myelopathy; fracture with neurologic deficitEmergency department now, during the visit. Document the instruction and the time
Urgent (days)Severe motor deficit MRC ≤3/5; progressive deficit; unstable fractureDirect surgical consultation within days
ElectiveRadicular pain concordant with imaging, persisting past 6–12 weeks of appropriate care; functionally limiting neurogenic claudication after failed conservative care; structural instability or deformityRoutine referral with the full record

The referral packet contains: the working diagnosis; the imaging and reports; the documented neurologic examination with dates; the complete list of conservative measures tried with durations; the response to any interventional procedure with percentage and duration of relief; and the current functional score.

A surgeon receiving a complete packet makes a faster and better decision — and in an injury case, a documented conservative-care trail is what establishes that surgery was necessary rather than elective.

11

Telehealth limitations

The point on which the practice will be challenged, so it is addressed directly rather than left to be discovered.

A telehealth visit can establishA telehealth visit cannot establish
History; symptom character, distribution, and course; functional impact; medication history and response; review of imaging and outside records; observed gait, posture, and gross movement where the patient can be positioned in view; observed distress; validated patient-reported outcome scores; red-flag screening by history Manual motor grading (MRC); deep tendon reflexes; provocative manoeuvres requiring the examiner's hands (straight-leg raise, Spurling, SI provocation cluster); palpated point tenderness or step-off; sensory mapping to pinprick; Hoffmann and Babinski

How this practice manages that gap

  • The referring chiropractor's documented in-person examination is obtained and reviewed at intake and at each reassessment. Findings are attributed in the note to their source and date — never recorded as if personally performed.
  • Any decision that turns on a finding this practice cannot obtain remotely — most importantly motor grading — triggers a request for an in-person examination before that decision is made, not after.
  • Red-flag symptoms elicited by history route to an emergency department, which performs the examination. The algorithm never attempts to exclude cauda equina syndrome remotely.
  • The limitation is stated in the medical record, not just in the terms of service.

Nothing in this document should be read as claiming a physical examination that did not occur. In a case file, a note that carefully distinguishes observed from reported from received-in-records is worth considerably more than one that blurs them.

12

Documentation standard

Every visit note contains the following.

  1. Date, modality (telehealth), patient location, and consent to telehealth
  2. Mechanism and date of injury, restated
  3. Interval history since last visit
  4. Source-attributed examination findings — what was observed on video, what came from whose in-person examination and when
  5. Validated functional score (ODI / NDI) with the trend
  6. Imaging reviewed, with the correlation to symptoms stated explicitly
  7. Working diagnosis — anatomic and specific
  8. Stage assignment and the reason for it
  9. Treatment plan with named agents, doses, and durations
  10. PMP query documented if a controlled substance was prescribed
  11. Red-flag screen — explicitly negative or positive
  12. Next reassessment date
  13. Referral rationale where a referral was made
Two standing rules — this record is written for a case file as well as for care

Never state a causation opinion beyond what the record supports. Temporal association is not causation; write what is documented.

Never overstate imaging-to-symptom correlation. Degenerative findings are near-universal in adults. An honest note that says "L5–S1 disc herniation, concordant with the patient's S1 dermatomal symptoms and diminished ankle reflex documented by Dr. ___ on [date]" is powerful. A note that implies more than the record holds is the one that gets taken apart.

13

Fee basis

Published in full, because a charge without a stated basis is the easiest thing in a personal-injury file to attack. Every figure below derives from one formula and two public fee schedules.

13.1  The reference schedule

Schedule2026 CFWhat it is
Texas DWC Medical Fee Guideline$72.07 The reference schedule for this practice. Adopted by the Texas Department of Insurance, Division of Workers' Compensation, for treating injured workers in Texas — the closest official Texas benchmark to this practice's patient population. Updated annually by the Division on the Medicare Economic Index (+2.7% for 2026).
Sharper Medicine$126.12 1.75× the Texas DWC conversion factor. One multiple, applied to every code, with no exceptions.
The formula

charge = total non-facility RVU × $72.07 × 1.75

Rounded to the nearest dollar. Nothing else enters the calculation — not the identity of the payer, not the existence of a letter of protection, not the size or posture of the claim.

13.2  Schedule of charges — 2026

CPTVisitRVU TX DWC Sharper Medicine
99203New patient, level 33.52$254$444
99204New patient, level 4 — typical initial consult5.31$383$670
99205New patient, level 5 — multi-region, extensive records7.09$511$894
99213Established, level 3 — brief follow-up2.85$205$359
99214Established, level 4 — standard follow-up4.06$293$512
99215Established, level 5 — discharge / MMI5.76$415$726

2026 total non-facility RVUs. Codes 99202 and 99212 are not listed because this practice's visits do not support those levels.

13.3  What each visit includes

A charge should say what was done for it. Every item below is performed and documented at the visit named, and appears in the note that goes to the referring attorney.

99204 / 99205 Initial consultation $670 / $894 · 40–60 min
  • Full history — mechanism, date of injury, symptom onset and interval course, functional impact on work, driving, and sleep
  • Review of the complete referral packet and all outside records, including the referring chiropractor's documented in-person examination
  • Review of all existing imaging — the images themselves where available, not only the radiologist's report
  • Decision on additional imaging, and the order placed at this visit if indicated (§01)
  • Telehealth examination — observed gait, posture, gross movement, and distress, recorded as observed rather than as a physical examination
  • Red-flag screen, documented as explicitly negative or positive
  • Baseline validated functional score — Oswestry (ODI) or Neck Disability Index (NDI)
  • Working anatomic diagnosis, stage assignment, and module assignment
  • Written, time-boxed treatment plan with named agents, doses, and durations
  • Prescriptions transmitted; PMP query documented where a controlled substance is prescribed
  • Written reassessment date
  • Consultation note delivered to the referring attorney and chiropractor

Level 5 (99205) applies when the presentation involves multiple body regions, an unusually large volume of outside records, or high-complexity decision-making — not as a default.

99213 Brief follow-up $359 · 15–25 min
  • Interval history since the last visit
  • Response to treatment — pain scores at rest and with activity, functional change
  • Repeat validated functional score, with the trend against baseline
  • Red-flag rescreen
  • Medication adjustment — continue, rotate, escalate, or taper
  • Updated plan and the next reassessment date
  • Note delivered to the referring attorney
99214 Standard follow-up $512 · 25–40 min

Everything in the brief follow-up, plus whichever of the following applies at that point in the pathway:

  • Review of new imaging or newly received outside records
  • Imaging-to-symptom correlation stated explicitly, and the diagnosis refined or revised
  • Stage change decision, with the reason documented
  • Referral decision — and the referral letter drafted at this visit, naming the diagnostic hypothesis and the specific procedure requested (§11)
  • After an intervention: documentation of the percentage and duration of relief, and the resulting change in plan
99215 Discharge / maximum medical improvement $726 · 30–45 min
  • Final validated functional score, with the full trend from baseline
  • Summary of the entire course — every treatment tried, its duration, and the response to it
  • Residual symptoms and any objective findings that persist
  • Permanent restrictions, if any
  • Future-care statement — what this patient is likely to need going forward
  • Causation comment limited to what the record supports (§12)
  • Discharge summary delivered to the referring attorney
Not billed separately — ever

Review of outside records and imaging · drafting referral letters · delivering notes, reports, and the discharge summary to counsel · prescription transmission within an active course · brief clarifying messages between visits · coordination with the referring chiropractor.

These are components of the visit, not add-ons. An attorney working with this practice receives one charge per visit and no separate line items.

13.4  What a case costs

Derived from the visit cadence in §06. These are physician professional fees only — they do not include imaging, chiropractic care, interventional procedures, or surgery, each of which will exceed them.

CourseVisitsCodingTotal
Resolves at Stage 12–399204 + 99213 (± 99214)$1,029–1,541
Uncomplicated, 12-week course499204 + 99213 + 2×99214$2,053
Escalates to intervention or surgery899205 + 3×99214 + 3×99213 + 99215$4,233

13.5  How the schedule is applied

  • One schedule for every patient, regardless of how the service is paid. There is no separate letter-of-protection rate.
  • The code is selected from the completed note, by medical decision-making or total time. The note is never written to support a predetermined level.
  • No charge is added for reviewing outside records or imaging. That work is a component of medical decision-making, reflected in the level selected rather than billed separately.
  • Charges are not contingent on the outcome of any claim, the size of any settlement, or any referral relationship.
  • Reviewed each January, when the Texas DWC conversion factor updates. The multiple stays at 1.75× unless a documented decision changes it; every version is retained with its effective dates.

13.6  Reductions

We do not inflate charges in anticipation of a reduction

A great deal of letter-of-protection billing is set high on the assumption that a large write-down will follow at settlement. This schedule is not. It is derived from a published Texas fee schedule at a single stated multiple, applied to every patient, and fixed before any patient is seen.

There is accordingly little padding in it to negotiate away, and we expect any reduction to be correspondingly modest. A referring attorney can treat the billed figure as a real number rather than an opening position.

Requests for reduction are considered on the facts of the individual case. This practice does not commit in advance to a reduction, and does not price as though one is coming.

These are billed charges

The figures above are billed charges, not allowed amounts. Every fee schedule pays some fraction of billed charges by design, and the two are not directly comparable. The meaningful comparison for an injured patient in Texas is against the State's own schedule for injured workers — which is the schedule named above, and against which this practice charges a single, published multiple.

14

References

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  2. Dowell D, Ragan KR, Jones CM, Baldwin GT, Chou R. CDC Clinical Practice Guideline for Prescribing Opioids for Pain — United States, 2022. MMWR Recomm Rep. 2022;71(3):1–95. PMID 36327391.
  3. ACR Appropriateness Criteria® Low Back Pain: 2021 Update. J Am Coll Radiol. 2021. PMID 34794594.
  4. Friedman BW, Dym AA, Davitt M, et al. Naproxen with cyclobenzaprine, oxycodone/acetaminophen, or placebo for treating acute low back pain: a randomized clinical trial. JAMA. 2015;314(15):1572–1580.
  5. Williams CM, Maher CG, Latimer J, et al. Efficacy of paracetamol for acute low-back pain: a double-blind, randomised controlled trial (PACE). Lancet. 2014;384(9954):1586–1596.
  6. van der Gaag WH, Roelofs PD, Enthoven WT, van Tulder MW, Koes BW. Non-steroidal anti-inflammatory drugs for acute low back pain. Cochrane Database Syst Rev. 2020;4:CD013581.
  7. Mathieson S, Maher CG, McLachlan AJ, et al. Trial of pregabalin for acute and chronic sciatica. N Engl J Med. 2017;376(12):1111–1120. PMID 28614682.
  8. Krebs EE, Gravely A, Nugent S, et al. Effect of opioid vs nonopioid medications on pain-related function in patients with chronic back pain or hip or knee osteoarthritis pain: the SPACE randomized clinical trial. JAMA. 2018;319(9):872–882. PMID 29509867.
  9. Friedly JL, Comstock BA, Turner JA, et al. A randomized trial of epidural glucocorticoid injections for spinal stenosis (LESS). N Engl J Med. 2014;371(1):11–21.
  10. Non-surgical interventions for lumbar spinal stenosis leading to neurogenic claudication: a clinical practice guideline. J Pain. 2021. PMID 33857615.
  11. Kreiner DS, Hwang SW, Easa JE, et al. An evidence-based clinical guideline for the diagnosis and treatment of lumbar disc herniation with radiculopathy. Spine J. 2014;14(1):180–191. PMID 24239490.
  12. Manchikanti L, Kaye AD, Soin A, et al. Comprehensive evidence-based guidelines for facet joint interventions in the management of chronic spinal pain. Pain Physician. 2020.
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  14. Weinstein JN, Lurie JD, Tosteson TD, et al. Surgical versus non-operative treatment for lumbar disc herniation: eight-year results for the Spine Patient Outcomes Research Trial (SPORT). Spine. 2014;39(1):3–16.
  15. Clark W, Bird P, Gonski P, et al. Safety and efficacy of vertebroplasty for acute painful osteoporotic fractures (VAPOUR): a multicentre, randomised, double-blind, placebo-controlled trial. Lancet. 2016;388(10052):1408–1416.
  16. Vaccaro AR, Lehman RA, Hurlbert RJ, et al. A new classification of thoracolumbar injuries (TLICS). Spine. 2005;30(20):2325–2333.
  17. The neurologically intact patient with TLICS 4 or 5 burst fracture should be given a trial of nonoperative management. PMID 39560520.
  18. Spitzer WO, Skovron ML, Salmi LR, et al. Scientific monograph of the Quebec Task Force on Whiplash-Associated Disorders. Spine. 1995;20(8 Suppl):1S–73S.
  19. Ontario Protocol for Traffic Injury Management (OPTIMa) Collaboration — systematic reviews on exercise and multimodal care for neck pain and associated disorders.
  20. Derry S, Moore RA, Gaskell H, McIntyre M, Wiffen PJ. Topical NSAIDs for acute musculoskeletal pain in adults. Cochrane Database Syst Rev. 2015;6:CD007402.
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